How To Add HOA Information To Proposals

Follow the steps below to add a customer's HOA information to a proposal.

Step 1: Locate the “Customers” tab on the left-hand side.

Step 2: Locate the “Actions” section and click on “Proposals”.

Step 3: Click on “View Detail” on the proposal card.

Step 4: Click on the “Customer Info” tab on the left-hand side.

Step 5: Click “HOA Information”.

Step 6: Click “Edit”.

Step 7: Input the HOA information and click “Update”.